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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%Nov 19 3:59 PM EST

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To: Jules B. Garfunkel who wrote (53661)4/17/1998 1:10:00 AM
From: SisterMaryElephant  Read Replies (1) of 186894
 
Jules -

I have seen Tom Kurlak's report. The most astonishing thing about it is that there was not a single mention of the transition to .25 micron process! Considering that for the past year the major theme for both Intel and AMD has been the transition and ramp of this process and the significance of this to both companies, you would think this topic would play a role in his assessment of Intel's business outlook. For all his research and effort, I consider this very sloppy work on his part. As long as he looked at all the facts, I have no problem with him coming to a bearish conclusion on Intel, that's his opinion. But not mentioning the positive impact of the .25 process is inexcusable, IMO.

SK
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